What are the responsibilities and job description for the Personal Lines Account Manager position at Starkweather & Shepley Insurance Brokerage Inc.?
Description
A Personal Lines Account Manager is responsible for servicing and maintaining a book of personal insurance clients, ensuring high
levels of customer satisfaction, retention, and compliance. This role acts as the primary point of contact for clients, providing day to-day service, policy support, and guidance across personal insurance products such as home, auto, umbrella, and specialty lines.
Requirements
Client Service & Relationship Management
A Personal Lines Account Manager is responsible for servicing and maintaining a book of personal insurance clients, ensuring high
levels of customer satisfaction, retention, and compliance. This role acts as the primary point of contact for clients, providing day to-day service, policy support, and guidance across personal insurance products such as home, auto, umbrella, and specialty lines.
Requirements
Client Service & Relationship Management
- Serve as the main contact for personal lines clients, delivering timely, accurate, and professional service.
- Build strong, long-term client relationships through proactive communication and needs-based support.
- Respond to client inquiries regarding coverage, billing, endorsements, renewals, and claims.
- Manage new business submissions, renewals, endorsements, cancellations, and policy changes.
- Review policies for accuracy, coverage adequacy, and compliance with carrier and agency standards.
- Prepare and issue certificates, binders, and coverage summaries as needed.
- Proactively manage renewal cycles, including reviewing coverage, identifying gaps, and recommending appropriate changes.
- Work to retain existing clients through consultative service and prompt issue resolution.
- Identify cross-sell and up-sell opportunities and collaborate with producers or sales teams as appropriate.
- Liaise with insurance carriers to obtain quotes, negotiate terms, and resolve underwriting or service issues.
- Assist clients with the claims process by reporting claims, following up with carriers, and advocating on the client’s behalf.
- Ensure all client files and policy documentation are complete, accurate, and compliant with regulatory and agency requirements.
- Maintain detailed records within the agency management system.
- High school diploma or equivalent required; college coursework or degree preferred.
- Active Property & Casualty (P&C) License required (or ability to obtain within a specified timeframe).